Research field
Six notes along the route
The archive is a zigzag river, not a mosaic of cards. Each note is a teaching essay of about a thousand words. Titles name the question the note actually asks.
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11 Sep 2026
Vocabulary
The Difference Between Saving, Investing, and Speculation
Three ordinary words that conversation glues together — and why a beginner needs the joints visible before any plan.
Open note -
28 Aug 2026
Risk
What a Drawdown Is (and What It Is Not)
A past path on a drawing, not a prophecy, and not a dare. How loss language gets smuggled into a single noun.
Open note -
14 Aug 2026
Portfolio
Concentration, Correlation, and Shared Shocks
Why counting names is not mixing exposures, and why a rounder set is still allowed to lose money.
Open note -
1 Aug 2026
Markets
How an Index Is Built, Not Discovered
Recipes, weights, and exclusions: reading an index as a construction instead of as “the market” in full.
Open note -
18 Jul 2026
Technology
Machine Summaries and the Missing Footnote
What a model can retrieve, what it can invent, and why speed is a new kind of opacity for beginners.
Open note -
4 Jul 2026
Method
A Reading Order for Financial Claims
Definition, source, window, incentive, risk sentence — a sequence for comparing claims without turning the table into a contest.
Open note